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Ishares Tr trs flt rt bd shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Tr trs flt rt bd (TFLO) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ishares Tr trs flt rt bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr trs flt rt bd held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr trs flt rt bd by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.7M 133k 50.47
2023-09-30 $6.8M 134k 50.74

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
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Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Ishares Tr trs flt rt bd

Bank of America Corporation
UBS Group
Advisor Group Holdings
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Oxbow Advisors
Raymond James Financial Services Advisors
BIP Wealth
Branch Banking & Trust Company
Mercer Global Advisors
Madison Asset Management
Cambridge Investment Research Advisors
United Capital Financial Advisers
Arbor Investment Advisors
Mariner Wealth Advisors

View all funds holding Ishares Tr trs flt rt bd